See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,768 | $177,572-93.9% | $154,803-93.0% | $142,382-92.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 269.40% | 65.07%+204.3pp | 58.88%+210.5pp | 217.08%+52.3pp |
| Employer contribution / active EE | $1,901 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $2,033 | $6,272-67.6% | $5,540-63.3% | $6,507-68.8% |
| Admin fee / account holder | $55 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |